ESOP · DOL Form 5500 · 2024

Happy Harry's Holdings, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
66
Participants
60th
Percentile by assets
$186,368
Avg per participant
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Official DOL plan name: Happy Harry's Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Happy Harry's Holdings, Inc. · North Dakota · Retail Trade

$12M in assets, 66 participants

Happy Harry's Holdings, Inc.'s Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported $12M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 60th percentile by assets (of 123,622 plans)
  • #5,734 in Retail Trade (8,048 peers)

Happy Harry's Holdings, Inc. multi-year trail

Happy Harry's Holdings, Inc.'s plans moved +31.9% in assets from 2022 to 2024; this filing shows Happy Harry's Holdings, Inc. Employee Stock Ownership Plan at $12M / 66 participants.

$12M
total plan assets (2024 EOY)
66
covered participants
60th
percentile by assets (of 123,622 plans)
$186,368
avg assets per participant

Where Happy Harry's Holdings, Inc. Employee Stock Ownership Plan sits by total assets

Happy Harry's Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,300,292 Top 40% higher than 60% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2023 filing to 66 in the plan year 2024 filing.
  • Happy Harry's Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Happy Harry's Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
North Dakota
Industry
Retail Trade

Happy Harry's Holdings, Inc. across 3 plan years on file

Across the 3 plan years Happy Harry's Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 31.9%, while reported participants moved from 53 to 66 (+24.5%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).

Happy Harry's Holdings, Inc. multi-year asset trail

$9M$10M$11M$12M$13M 202220232024 $9.32M $12.3M ▲ +32.0%
Total plan assets by year, all Happy Harry's Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 53 $9M
2023 1 56 $11M
2024 1 66 $12M

Happy Harry's Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN450312028
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Happy Harry's Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Happy Harry's Holdin…, Total assets ($B): 0.012300292 · Participants: 66Happy Harry's Holdin…Border States Indust…, Total assets ($B): 1.326258119 · Participants: 3256Border States Indust…Scheels Employee Sto…, Total assets ($B): 0.962968241 · Participants: 5157Scheels Employee Sto…Ulteig, Inc. Employe…, Total assets ($B): 0.192805392 · Participants: 1117Ulteig, Inc. Employe…Frontier Precision, …, Total assets ($B): 0.097711974 · Participants: 89Frontier Precision, …Klj Solutions Co Emp…, Total assets ($B): 0.09240993 · Participants: 525Klj Solutions Co Emp…
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Happy Harry's Holdings, Inc. Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Happy Harry's Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Happy Harry's Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Happy Harry's Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.3% during 2024, from $11M to $12M. Reported net income was $1M.
How have Happy Harry's Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Happy Harry's Holdings, Inc.'s sponsor-wide assets grew 31.9%, from $9M to $12M.
Which ESOP plans are similar in size to Happy Harry's Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Germane Solutions Employee Stock Ownership Plan in OH ($12M, 34 participants).

Next read for Happy Harry's Holdings, Inc. Employee St…

Multi-year trail

Ways to act on Happy Harry's Holdings, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Happy Harry's Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in North Dakota. Compare plans
  • Happy Harry's Holdings, Inc.'s sponsor-wide assets have grown 31.9% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 450312028.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.